Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,445 | $105,284+17.2% | $150,734-18.1% | $94,015+31.3% |
| Participation rate | 71.4% | 71.7%-0.3pp | 78.4%-7.0pp | 70.8%+0.6pp |
| Annual return | 16.76% | 15.67%+1.1pp | 600.81%-584.0pp | 17.84%-1.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,860 | $4,274+60.5% | $5,610+22.3% | $4,249+61.4% |
| Admin fee / account holder | $7,097 | $9,839-27.9% | $14,905-52.4% | $8,951-20.7% |